Salesforce Reporting: Most-used fields

The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name	Adverity UI name	Description	Use in Adverity
Account Currency	Account Currency	The default currency for currency amount fields in the account, if multi-currency is enabled.	dimension
Account Description	Account Description	A textual description providing details about the Account.	dimension
Account ID	Account ID	The unique identifier for the account record.	dimension
Account Name	Account Name	The identifying name of the account.	dimension
Account Name: Account Name	Account Name: Account Name	The name of the related Account record, obtained through a lookup relationship. This field is commonly displayed in reports to provide context for associated records and is available via the Salesforce Reports and Dashboards REST API or SOQL API.	dimension
Account Name: Created Date	Account Name: Created Date	The date and time when the related Account record was created. This system field is retrieved through a lookup relationship and is available in reports via the Salesforce Reports and Dashboards REST API or SOQL API.	dimension
Account Number	Account Number	An alphanumeric identifier assigned to the account.	dimension
Account Owner	Account Owner	The full name of the Salesforce user designated as the owner of the related Account.	dimension
Account Record Type	Account Record Type	The record type assigned to the account, which can define different page layouts and picklist values.	dimension
Account Site	Account Site	A field used to identify a specific location or division within an Account.	dimension
Account: Assistant	Account: Assistant	The name of the assistant associated with a key contact or executive within the Account.	dimension
Activity ID	Activity ID	The unique identifier for an activity record (Task or Event).	dimension
Activity Type	Activity Type	The type of activity, such as ‘Call’, ‘Email’, or ‘Meeting’.	dimension
Age	Age	The number of days since the opportunity was created or entered its current stage.	dimension
Amount	Amount	The monetary value associated with a sales opportunity or transaction. This is a key financial metric on Opportunity records, accessible through reports and SOQL queries.	dimension
Annual Revenue	Annual Revenue	The total annual revenue generated by an Account.	dimension
Application: Created Date	Application: Created Date	The date and time when the Application record was initially created in Salesforce. This is an audit field automatically populated by the system.	dimension
Assigned	Assigned	A boolean indicator specifying if an activity or record has been assigned to a user.	dimension
Assigned Role	Assigned Role	The role of the user to whom an activity or record is assigned.	dimension
Assigned Role Display	Assigned Role Display	The display name for the role of the user to whom an activity or record is assigned.	dimension
Campaign Name	Campaign Name	The name of the marketing campaign. This field is commonly used in reports to identify specific campaigns and can be accessed via the Salesforce Reports and Dashboards REST API or SOQL API.	dimension
Close Date	Close Date	The date when the sales opportunity is expected or actually closed.	dimension
Close Month	Close Month	The calendar month in which the opportunity is expected to close, derived from the Expected Close Date.	dimension
Closed	Closed	A boolean indicator specifying if a record, such as an Opportunity or Case, has been closed.	dimension
Company / Account	Company / Account	The name of the company or account associated with a record, often used for Leads or Contacts.	dimension
Completed Date/Time	Completed Date/Time	The date and time when an activity (Task or Event) was completed.	dimension
Contact ID	Contact ID	The unique identifier for a Contact record.	dimension
Contact Record Type	Contact Record Type	The category or classification assigned to a contact record, which can influence its layout and available fields.	dimension
Contact/Lead Source	Contact/Lead Source	The origin or source from which a Contact or Lead was acquired.	dimension
Contact: Title	Contact: Title	The job title of the contact.	dimension
Converted	Converted	A boolean indicator specifying if a Lead has been converted into a Contact, Account, and/or Opportunity.	dimension
Create Date	Create Date	The date and time when the record was initially created.	dimension
Created Alias	Created Alias	A short identifier or alias for the user who created the record.	dimension
Created By	Created By	The full name of the Salesforce user who originally created the record.	dimension
Created Date	Created Date	The date and time when the record was created.	dimension
Created Month	Created Month	The month in which the record was created, derived from the Create Date.	dimension
Currency	Currency	The currency code (e.g., USD, EUR) used for monetary values on the record.	dimension
Date	Date	A generic date field used in reports, often representing a significant timestamp such as creation date, last modification date, or a specific activity date, and commonly used for filtering report data.	dimension
Description	Description	A free-text field for detailed notes or additional information about the record.	dimension
Email	Email	The email address for a record, commonly found on Contact, Lead, User, or Person Account records, used for communication.	dimension
Email Activity Name	Email Activity Name	The name or subject of an email message in Salesforce, representing an email activity. This corresponds to the ‘Name’ field on the EmailMessage object.	dimension
Event Subtype	Event Subtype	A classification or sub-category for an Event record, often used to further define the nature of the event.	dimension
Expected Close Date	Expected Close Date	The date when an opportunity is expected to close.	dimension
Expected Close Date (2)	Expected Close Date (2)	An additional field tracking a date related to when an opportunity is expected to close. This might be a custom field or an alternative date.	dimension
Fiscal Period	Fiscal Period	The fiscal period (e.g., Quarter 1, Half 2) associated with the record’s date, as defined by the organization’s fiscal year settings.	dimension
Fiscal Year	Fiscal Year	The fiscal year associated with the record’s date, as defined by the organization’s fiscal year settings.	metric
Forecast Category	Forecast Category	The category that an opportunity’s stage falls into for sales forecasting (e.g., Pipeline, Best Case, Commit, Closed).	dimension
Has Products	Has Products	Indicates whether products are associated with the opportunity.	dimension
Last Activity	Last Activity	The date of the most recent activity (e.g., task, event) associated with the record.	dimension
Last Modified	Last Modified	The date and time when the record was last modified.	dimension
Last Modified Alias	Last Modified Alias	The alias of the Salesforce User who last modified the record.	dimension
Last Modified By	Last Modified By	The user who last made changes to a record. This helps in auditing and tracking modifications.	dimension
Last Modified Date	Last Modified Date	The date and time when the record was last modified.	dimension
Last Stage Change Date	Last Stage Change Date	The date when the opportunity’s sales stage was most recently updated.	dimension
Lead ID	Lead ID	The unique identifier for a Lead record.	dimension
Lead Source	Lead Source	The marketing or sales channel from which a Lead was generated, such as ‘Web’, ‘Referral’, or ‘Trade Show’.	dimension
Lead Status	Lead Status	The current stage or status of a Lead in the sales process, such as ‘New’, ‘Working’, or ‘Qualified’.	dimension
Location	Location	The physical location associated with an activity or record.	dimension
Mailing State/Province	Mailing State/Province	The state or province component of a mailing address for a Contact, Lead, or Account.	dimension
Monthly Schedule ID	Monthly Schedule ID	The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.	dimension
Monthly Schedule: ID	Monthly Schedule: ID	The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.	dimension
Next Step	Next Step	A description of the next planned action or step to advance the opportunity.	dimension
Opened Date	Opened Date	The date when a record, such as a Case or an Email activity, was opened.	dimension
Opportunity Currency	Opportunity Currency	The currency code (e.g., USD, EUR) specifically used for monetary values on the Opportunity record.	dimension
Opportunity ID	Opportunity ID	The unique identifier for an Opportunity record.	dimension
Opportunity Lead Source	Opportunity Lead Source	The marketing or sales channel from which the Lead that generated this Opportunity was sourced.	dimension
Opportunity Name	Opportunity Name	The identifying name of the sales opportunity.	dimension
Opportunity Owner Email	Opportunity Owner Email	The email address of the Salesforce user who is the owner of the opportunity.	dimension
Opportunity Owner: Full Name	Opportunity Owner: Full Name	The full name of the Salesforce user who is the owner of the opportunity.	dimension
Opportunity Quantity	Opportunity Quantity	The total quantity of products or services included in the opportunity.	dimension
Opportunity Record Type	Opportunity Record Type	The categorization of an Opportunity record, allowing different business processes, page layouts, and picklist values (such as different opportunity stages) for various types of sales transactions.	dimension
Owner: Full Name	Owner: Full Name	The combined first and last name of the Salesforce user or queue who owns the record. This field represents the full name of the assigned owner.	dimension
Person Account: Birthdate	Person Account: Birthdate	The birthdate of the person for a Person Account.	dimension
Person Account: Email	Person Account: Email	The email address of the person for a Person Account.	dimension
Person Account: First Name	Person Account: First Name	The first name of the person for a Person Account.	dimension
Person Account: Last Name	Person Account: Last Name	The last name of the person for a Person Account.	dimension
Primary Campaign Source	Primary Campaign Source	The name of the primary campaign that influenced the creation of a Lead or Opportunity.	dimension
Private	Private	Indicates if the record is marked as private, affecting its visibility to other users.	dimension
Probability (%)	Probability (%)	The percentage indicating the likelihood of the opportunity successfully closing.	metric
Product: Product Name	Product: Product Name	The name of the product associated with the opportunity.	dimension
Project Name	Project Name	The name of a Project record.	dimension
Project Product: Project Product Number	Project Product: Project Product Number	This field stores the unique identifier, such as a product code or SKU, for a product that is associated with a specific project. This number helps in tracking and managing products within project contexts.	dimension
Sell Line: ID	Sell Line: ID	A unique identifier for a line item representing a product or service being sold. This often corresponds to a ‘Quote Line’ in Salesforce CPQ or an ‘Order Item’ in Salesforce Order Management.	dimension
Sent Email ID	Sent Email ID	The unique identifier for an email message sent from or received within Salesforce. This ID is associated with the EmailMessage object, which represents an email record.	dimension
Sent Email: Created Date	Sent Email: Created Date	The date and time when the sent email activity record was created.	dimension
Sent Email: ID	Sent Email: ID	The unique identifier for a sent email activity record.	dimension
Sent Email: Owner Name	Sent Email: Owner Name	The full name of the Salesforce User who sent the email.	dimension
Sent Email: Owner Role	Sent Email: Owner Role	The role of the Salesforce User who sent the email.	dimension
Stage	Stage	The current stage in the lifecycle of a record, such as a sales opportunity or case.	dimension
Stage Duration	Stage Duration	The amount of time a record has spent in its current or a specific stage within a workflow process.	dimension
Stage History: Created Date	Stage History: Created Date	The date and time when a specific Stage History record was created, indicating when a stage change or event occurred. This is an audit field automatically populated by the system.	dimension
Stage History: Stage History Name	Stage History: Stage History Name	The name of a specific stage in the history of a record’s progression, such as an Opportunity Stage. This field captures the name of each stage as it was recorded over time.	dimension
Status	Status	The current status of a record, such as a Lead, Task, or Case.	dimension
Subject	Subject	A brief summary or topic for an activity (Task, Event, Email) or other record.	dimension
Task Subtype	Task Subtype	Categorizes the nature of a task, such as a Call, Email, or List Email, to help with task organization and search refinement.	dimension
Task/Event Record Type	Task/Event Record Type	The name of the record type assigned to a Task or Event, helping to categorize activities.	dimension
Title	Title	The professional job title of an individual, such as a Contact, Lead, or User.	dimension
Type	Type	This field specifies the format or category of the email template. Common types include ‘Text’ for plain text, ‘HTML’ for templates using a Classic Letterhead, or ‘Custom’ for custom HTML templates without a letterhead.	dimension
Won	Won	A boolean indicator specifying if an Opportunity has been successfully closed and won.	dimension